Unclaimed Profile

Monica Blanco

327 CAPITAL PARTNERS, LLC·SAN ANTONIO, Texas

Clean record327 CAPITAL PARTNERS, LLC

3511 BROADWAY, SAN ANTONIO, TX 78209CRD# 7190125Firm CRD# 313414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Monica Blanco · SAN ANTONIO, TX

Registration

CRD #7190125 · 327 CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Monica Blanco is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with 327 CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

327 CAPITAL PARTNERS, LLC

AUM

$401M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 327 CAPITAL PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: STRUCTURING FEE

Regulatory

SEC/IARD CRD# 7190125

Firm CRD# 313414

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Frequently Asked Questions

What services does Monica Blanco offer?

Monica Blanco specializes in Retirement Planning. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Monica Blanco's credentials?

Monica Blanco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Monica Blanco located?

Monica Blanco is based in SAN ANTONIO, Texas, working with 327 CAPITAL PARTNERS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Monica Blanco charge for services?

Monica Blanco's firm is compensated through percentage of aum, performance-based fees, other: structuring fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 327 CAPITAL PARTNERS, LLC?

327 CAPITAL PARTNERS, LLC has approximately 3 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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